In case you are not sure which records have been duplicated, you can let CRM run a check on modules using the De-duplicate tool. CRM will automatically find and merge exact matches. In case of conflicts in field values, you must manually resolve the conflicts and merge records.
Consider the image below. There are three exact matches and there are two records in which the just phone number field differs. In this case, CRM will auto-merge the first three records and prompt the user to resolve the conflict in the last two records. Once the conflict has been resolved, the records will be merged.
CRM will consider one record as a master record to run the duplicate check. This record is chosen based on the most recent activity. This occurs automatically and cannot be changed manually. For example, among five records the record that had recent activity will be automatically treated as a master record to run the duplication check.
A conflict in de-duplication refers to a case where the field values within duplicates are different. For example, there are two records called David Smith, where all field values except the phone number are the same. In this case, CRM would not know which record to consider as the final and merge. Therefore, you need to manually resolve those issues. There are two ways to resolve conflict in de-duplication.
Once you click to resolve conflict, you will be taken to the Deduplicate [Records] page, where the particular record and the number of duplicate entries found are displayed. Click View.
(You can switch between the tabs to view the duplicates under each selected field.)
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